Tag Archives: 401K

03Apr/20
CARES Act

Key Provisions of the CARES Act

Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs. Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act isRead More…

19Aug/19
Retirement Planning

Are You Retiring Within the Next 5 Years?

What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kindRead More…

18Sep/18
Corporate Retirement

Is Your Company’s 401(k) Plan as Good as It Could Be?

Two recent court rulings may make you want to double-check your 401(k) How often do retirement plan sponsors check up on 401(k)s? Not as often as they should, perhaps. Employers need toRead More…

08Feb/18
financial portfolio

Try the Bucket Approach

Try the Bucket Approach. Constructing a portfolio this way may help you ride through a bear market in retirement. Stocks sometimes retreat. That reality can be overlooked in a long bull market.Read More…

21Jun/16
Retirement Planning

Do Women Face Greater Retirement Challenges Than Men?

If so, how can they plan to meet those challenges? A new study has raised eyebrows about the retirement prospects of women. It comes from the National Institute on Retirement Security, aRead More…

14Jun/16
ira retirement plan

What Are Catch Up Contributions Really Worth?

What degree of difference could they make for you in retirement? At a certain age, you are allowed to boost your yearly retirement account contributions. For example, you can direct an extraRead More…